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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,107 | $99,032+28.3% | $80,022+58.8% | $135,379-6.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.67% | 15.39%-19.1pp | 11.22%-14.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $2,450 | $3,043-19.5% | $2,468-0.7% | $4,779-48.7% |
| Participant deferral / active EE | $8,908 | $4,282+108.0% | $3,686+141.7% | $5,609+58.8% |
| Admin fee / account holder | $1,266 | $10,436-87.9% | $6,521-80.6% | $10,828-88.3% |